Structural Reform III: Evidence of Bad Luck over Poor Policy
Room for small hope amid bleak Japanese policy reform recordUntil now, our analysis of Japanese structural reform, centred upon raising Japanese...
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Lawson Tender Offer - Winnie the Pooh Has the Best Words!
Two weeks ago, MitCorp (8058 JP)announced its intention to up its stake in Lawson (2651 JP) from 33.4% to just over 50% through a Tender Offer. For...
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Structural Reform I: The Japanese Financial Sector
In Why Overcoming Deflation Is Not Enough Part III: Corporate Governance, we argued that corporate governance is pivotal to successful structural...
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ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
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Lawson - MitCorp Tender Has Arrived
Mitsubishi Corp (8058 JP) has just announced it resolved at its Board of Directors meeting it intends to conduct a tender offer for 16,649,900...
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